Totally new to Marketo and learning the system. Working out how to send an email after a certain number of users have filled out a lead capture form.
For example: I have 2 categories where I would like to send an email only after each category hits a certain number of filled lead capture forms.
Category 1 = 30 forms filled out trigger email send
Category 2 = 29 forms filled do not send email until 30th form has been filled
Any guidance? Thanks in advance!
If you want to trigger email based on one form, you can achieve this by creating a custom score field. Setup a trigger campaign which shall add +1 to this field whenever the form is filled. Separately, set up a campaign to send an email when the score field is greater than 29.
Hope this helps!
This will work if you mean that a lead must fill out 30 forms to get this email. I would be impressed if you could get any leads to fill out that many forms in a reasonable period of time.
If you meant that you want 30 people to fill out the form, then send an email, this is not really possible automatically.
Hmmm. So if I want 30 different people (all will be new leads) to fill out a form the solution provided by Alok won't work? Do you have a potential solution?
Thank you both for your replies!
Thank you for the reply Alok! I will dig into this a little. And a new learning for me is that I can create a new custom score field. Is this in a list or smart list?
Hi Marty, I agree with the other commentators on your question. There would not be a way to automate this.
If you are trying to follow-up to people that filled out the form I would recommend an engagement program. Creating an ongoing relationship with your lead should happen based on when he or she interacts with you and not when the 30th person fills out the form.
There is some great information on community regarding the best way to set up the engagement streams.
The use case you're talking about sounds very similar to how you'd manage to limit the capacity for event registrations. e.g. if you only have 30 spots available for your event you need to trigger some different kind of action or alert to close of the registrations or start taking people on the waiting list.
Although there's currently no out of the box solution for this. There is another way you can do this using webhooks - you can set up a webhook which will push data to a web service which will give count each form conversion and return a number (eg. 1 = first form fill, 2 = second form fill, etc etc.). So once the 30th person fills in the form, you can trigger a different action, such as an alert. There's more info here on how this can work:
Hope that helps.
Another way, without having to maintain a remote service, is to set up a resource lead. This is akin to an account dedicated to a conference room or LCD projector in an Exchange organization. Create a custom score field for # of registrants. Then use a webhook to update that resource lead using a form post (loopback to the same instance). Or even if one chooses to bounce the counter off a remote webhook endpoint, the authoritative data source remains in Marketo.